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“360 Degree Operational Systems Development”
Continuously Improving Performance

wheelhouse
The Wheelhouse Systems Development Approach

Optimum
Value

Flat Fees

Embedded
Process
Optimization

Operational
Efficiency

Team Member

System
Integration

Process
Adoption
Purposeful and Effective Change is our Wheelhouse
Decision:
Planning
Set objectives
Assess capabilities
Develop options with KPIs
Assess options, solutions and vendors
Estimate resources

Proceed with recommended COA
Adapt COA (s) and re-present
Delay

Standardize Processes:
Review process metrics, data sets, sources
Set new metrics,
Document new process
Communicate changes
Build standardized process reports

Consult
Understand the environment and market
Understand key business drivers
Understand key business performance indicators
Agree to engagement scope
Document current processes
Discuss and back-brief observations

Implement / Manage Technology Requirements:

Manage Change:
Communicate
Train
Assess

Install & configure (or manage IT vendor)
Customize as needed
Integrate systems and data sets
Test
Document
Are you Facing

to Success?

People

Process

Systems

•

Does everyone know the 5 W’s

•

Do you have a complete process vision?

•

Do you have a complete System Vision?

•

Is your team engaged?

•

Are Company Processes documented?

•

Have you customized inefficiency?

•

Are your employees trained?

•

Are Sub-Systems disconnected?

•

Do you have large amounts of data to manage?

•

Do you fight a caustic culture?

•

Did your system “just happened”

•

Do you enter the same data over and over?

•

Is your operation disciplined?

•

Have you Documented Procedures?

•

Have you tried to solve a Mgt issue with Tech?

•

Are your best people discouraged?

•

Do you have Measures of Performance?

•

Does your data lack integrity & consistency?

•

Do you operate as a team?

•

Do you have Process Stewards

•

Do you have a systems steward?
Click Mouse to Reveal Animation

Wheelhouse Comparison

Post Deployment
Implementation

Discovery

Decision
Consultant
Wheelhouse

Software

Validates your
assessment
Discovers
your needs
with you
Sets your
expectations

Hourly projects
Canned solutions
Observations
Recommendations
IT implementation

Flat fee
Manages change process
Custom solutions
Documentation package
Recommendations
IT implementation
Training support package
Lead trainer
Reporting package
Success metrics

Hourly customizations
IT implementation
Customizations
•McKinsey Quarterly 2002
•Poor change management results in a 65¢ loss on every $1 spent
•Excellent change management results in $43 returned for every $1 invested

Canned solution
Moderate adoption
Mgt homework:
Mgt questions
Inconsistent systems

Return

Custom system
High adoption
Documentation
On call support
One on one training
Rpt customizations
Business partner

Return

Software
Low adoption
IT help desk
Can You Afford Not to Use Wheelhouse?
Contact : Michael A. “Lucky” LaChance
131 Third Ave N, Suite 203
Franklin, TN 36064
mlachance@wheelhouse-llc.com
615.567.4200 | c 615.509.0749

360 Degree Development
360 Solutions

7

wheelhouse
Supporting Research
[1] “Change Management That Pays,” McKinsey Quarterly, 2002.
[2] Integrating, People, Process and Technology. by Anton, Petouhoff and Schwartz, Santa Maria, CA: The
Anton Press, 2003.
[3] Boston Consulting Group. (2003). Research study. In Integrating, People, Process and Technology. by
Anton, Petouhoff and Schwartz, Santa Maria, CA: The Anton Press, 2003.
[4] Ulfelder, Steve. (2001). “Six Ways I.T. Projects Fail And How You Can Avoid Them.” Darwin magazine.
Retrieved June 2001, http://www.darwinmag.com/read/060101/dirty.html.
[5] Myron, David. (2003). “6 Barriers to CRM Success And How to Overcome Them.” DestinationCRM.com,
August. Retrieved from http://www.destinationcrm.com/articles/default.asp?articleid=3316.
[6] “Software Disasters Are Often People Problems.” Retrieved Tuesday, October 5th, 2004, CNN.com.
[7] Research study by Bain Consulting Group. Integrating, People, Process and Technology. by Anton,
Petouhoff and Schwartz, Santa Maria, CA: The Anton Press.
[8] Ibid. Research study by Forrester Group.
[9] ProSci. (2003). “Best Practices in Change Management.”
[10] AMR Research Report, 2003.
[11] Change Management Case Studies, Hitachi Consulting.

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Wheelhouse 360 Degree Operational Systems Development

  • 1. “360 Degree Operational Systems Development” Continuously Improving Performance wheelhouse
  • 2. The Wheelhouse Systems Development Approach Optimum Value Flat Fees Embedded Process Optimization Operational Efficiency Team Member System Integration Process Adoption
  • 3. Purposeful and Effective Change is our Wheelhouse Decision: Planning Set objectives Assess capabilities Develop options with KPIs Assess options, solutions and vendors Estimate resources Proceed with recommended COA Adapt COA (s) and re-present Delay Standardize Processes: Review process metrics, data sets, sources Set new metrics, Document new process Communicate changes Build standardized process reports Consult Understand the environment and market Understand key business drivers Understand key business performance indicators Agree to engagement scope Document current processes Discuss and back-brief observations Implement / Manage Technology Requirements: Manage Change: Communicate Train Assess Install & configure (or manage IT vendor) Customize as needed Integrate systems and data sets Test Document
  • 4. Are you Facing to Success? People Process Systems • Does everyone know the 5 W’s • Do you have a complete process vision? • Do you have a complete System Vision? • Is your team engaged? • Are Company Processes documented? • Have you customized inefficiency? • Are your employees trained? • Are Sub-Systems disconnected? • Do you have large amounts of data to manage? • Do you fight a caustic culture? • Did your system “just happened” • Do you enter the same data over and over? • Is your operation disciplined? • Have you Documented Procedures? • Have you tried to solve a Mgt issue with Tech? • Are your best people discouraged? • Do you have Measures of Performance? • Does your data lack integrity & consistency? • Do you operate as a team? • Do you have Process Stewards • Do you have a systems steward?
  • 5. Click Mouse to Reveal Animation Wheelhouse Comparison Post Deployment Implementation Discovery Decision Consultant Wheelhouse Software Validates your assessment Discovers your needs with you Sets your expectations Hourly projects Canned solutions Observations Recommendations IT implementation Flat fee Manages change process Custom solutions Documentation package Recommendations IT implementation Training support package Lead trainer Reporting package Success metrics Hourly customizations IT implementation Customizations •McKinsey Quarterly 2002 •Poor change management results in a 65¢ loss on every $1 spent •Excellent change management results in $43 returned for every $1 invested Canned solution Moderate adoption Mgt homework: Mgt questions Inconsistent systems Return Custom system High adoption Documentation On call support One on one training Rpt customizations Business partner Return Software Low adoption IT help desk
  • 6. Can You Afford Not to Use Wheelhouse?
  • 7. Contact : Michael A. “Lucky” LaChance 131 Third Ave N, Suite 203 Franklin, TN 36064 mlachance@wheelhouse-llc.com 615.567.4200 | c 615.509.0749 360 Degree Development 360 Solutions 7 wheelhouse
  • 8. Supporting Research [1] “Change Management That Pays,” McKinsey Quarterly, 2002. [2] Integrating, People, Process and Technology. by Anton, Petouhoff and Schwartz, Santa Maria, CA: The Anton Press, 2003. [3] Boston Consulting Group. (2003). Research study. In Integrating, People, Process and Technology. by Anton, Petouhoff and Schwartz, Santa Maria, CA: The Anton Press, 2003. [4] Ulfelder, Steve. (2001). “Six Ways I.T. Projects Fail And How You Can Avoid Them.” Darwin magazine. Retrieved June 2001, http://www.darwinmag.com/read/060101/dirty.html. [5] Myron, David. (2003). “6 Barriers to CRM Success And How to Overcome Them.” DestinationCRM.com, August. Retrieved from http://www.destinationcrm.com/articles/default.asp?articleid=3316. [6] “Software Disasters Are Often People Problems.” Retrieved Tuesday, October 5th, 2004, CNN.com. [7] Research study by Bain Consulting Group. Integrating, People, Process and Technology. by Anton, Petouhoff and Schwartz, Santa Maria, CA: The Anton Press. [8] Ibid. Research study by Forrester Group. [9] ProSci. (2003). “Best Practices in Change Management.” [10] AMR Research Report, 2003. [11] Change Management Case Studies, Hitachi Consulting.